Syverson Strege & Co
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$415.6M
Q ending 2026-03-31
Prior quarter
$422.5M
Q ending 2025-12-31
Change
-1.6% QoQ · +33.5% YoY
Positions
169
reported holdings
Largest positions
Top 100 of 169 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $123.6M | 3.2M |
| Dimensional Etf Trust | DFIC | Shares | $72.1M | 2.0M |
| Dimensional Etf Trust | DFEM | Shares | $25.8M | 747K |
| Dimensional Etf Trust | DUHP | Shares | $16.8M | 456K |
| Dimensional Etf Trust | DFAS | Shares | $12.9M | 181K |
| Dimensional Etf Trust | DFGR | Shares | $12.7M | 476K |
| Dimensional Etf Trust | DFAU | Shares | $9.8M | 217K |
| J P Morgan Exchange Traded F | JPST | Shares | $9.4M | 186K |
| Dimensional Etf Trust | DFIS | Shares | $6.0M | 177K |
| Dimensional Etf Trust | DFAI | Shares | $5.1M | 132K |
| Pimco Etf Tr | BOND | Shares | $4.8M | 52K |
| Nvidia Corporation | NVDA | Shares | $4.3M | 25K |
| Apple Inc | AAPL | Shares | $4.2M | 17K |
| Dimensional Etf Trust | DFSU | Shares | $3.6M | 88K |
| J P Morgan Exchange Traded F | JPIE | Shares | $3.5M | 77K |
| Microsoft Corp | MSFT | Shares | $3.2M | 9K |
| Ishares Tr | USMV | Shares | $3.1M | 33K |
| Walmart Inc | WMT | Shares | $2.8M | 22K |
| Exxon Mobil Corp | XOM | Shares | $2.7M | 16K |
| Meta Platforms Inc | META | Shares | $2.6M | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.5M | 5K |
| J P Morgan Exchange Traded F | JMST | Shares | $2.5M | 49K |
| Dimensional Etf Trust | DFUS | Shares | $2.0M | 29K |
| Dimensional Etf Trust | DFAW | Shares | $1.9M | 26K |
| Amazon Com Inc | AMZN | Shares | $1.9M | 9K |
| Dimensional Etf Trust | DFSI | Shares | $1.8M | 43K |
| Dimensional Etf Trust | DFAE | Shares | $1.7M | 52K |
| Ishares Tr | AOA | Shares | $1.6M | 19K |
| Alphabet Inc | GOOGL | Shares | $1.6M | 6K |
| Johnson & Johnson | JNJ | Shares | $1.6M | 7K |
| Jpmorgan Chase & Co | JPM | Shares | $1.6M | 5K |
| Alphabet Inc | GOOG | Shares | $1.6M | 5K |
| Abbott Laboratories | ABT | Shares | $1.5M | 14K |
| Abbvie Inc | ABBV | Shares | $1.4M | 6K |
| Vanguard Specialized Funds | VIG | Shares | $1.4M | 6K |
| Us Bancorp | USB | Shares | $1.3M | 26K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.3M | 7K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.2M | 16K |
| Broadcom Inc | AVGO | Shares | $1.2M | 4K |
| At&T Inc | T | Shares | $1.1M | 37K |
| International Business Machs | IBM | Shares | $1.0M | 4K |
| Chevron Corporation | CVX | Shares | $981K | 5K |
| Wells Fargo & Co | WFC | Shares | $981K | 12K |
| Pimco Etf Tr | LDUR | Shares | $979K | 10K |
| Costco Wholesale Corporation | COST | Shares | $920K | 923 |
| Netflix Inc. | NFLX | Shares | $911K | 9K |
| Ishares Tr | IWB | Shares | $902K | 3K |
| Home Depot Inc | HD | Shares | $887K | 3K |
| Citigroup Inc | C | Shares | $870K | 8K |
| Eli Lilly & Co | LLY | Shares | $856K | 931 |
| Micron Technology Inc | MU | Shares | $842K | 2K |
| Vanguard Index Fds | VXF | Shares | $839K | 4K |
| Mastercard Incorporated | MA | Shares | $824K | 2K |
| Pimco Etf Tr | MUNI | Shares | $785K | 15K |
| Goldman Sachs Group Inc | GS | Shares | $755K | 893 |
| Cisco Sys Inc | CSCO | Shares | $703K | 9K |
| Spdr Series Trust | HYMB | Shares | $681K | 27K |
| Emerson Elec Co | EMR | Shares | $674K | 5K |
| Caterpillar Inc | CAT | Shares | $656K | 925 |
| Bank America Corp | BAC | Shares | $633K | 13K |
| Ge Aerospace | GE | Shares | $622K | 2K |
| Ishares U S Etf Tr | NEAR | Shares | $614K | 12K |
| Marathon Pete Corp | MPC | Shares | $590K | 2K |
| Intel Corp | INTC | Shares | $589K | 13K |
| Lam Research Corp | LRCX | Shares | $569K | 3K |
| Dimensional Etf Trust | DFSE | Shares | $567K | 13K |
| Unitedhealth Group Inc | UNH | Shares | $563K | 2K |
| Merck & Co Inc | MRK | Shares | $556K | 5K |
| Applied Matls Inc | AMAT | Shares | $550K | 2K |
| Mckesson Corp | MCK | Shares | $549K | 634 |
| Tjx Cos Inc New | TJX | Shares | $549K | 3K |
| Southern Co | SO | Shares | $548K | 6K |
| Procter & Gamble Co | PG | Shares | $544K | 4K |
| Dimensional Etf Trust | DFAX | Shares | $544K | 16K |
| Verizon Communications Inc | VZ | Shares | $533K | 11K |
| General Mtrs Co | GM | Shares | $533K | 7K |
| Vanguard Intl Equity Index F | VWO | Shares | $530K | 10K |
| Williams Sonoma Inc | WSM | Shares | $496K | 3K |
| Corteva Inc | CTVA | Shares | $482K | 6K |
| Blackrock Etf Trust Ii | INMU | Shares | $474K | 20K |
| Pepsico Inc | PEP | Shares | $466K | 3K |
| Kroger Co | KR | Shares | $463K | 6K |
| British Amern Tob Plc | BTI | Shares | $462K | 8K |
| Vanguard Whitehall Fds | VYM | Shares | $461K | 3K |
| Gilead Sciences Inc | GILD | Shares | $447K | 3K |
| Kla Corp | KLAC | Shares | $442K | 300 |
| Philip Morris Intl Inc | PM | Shares | $421K | 3K |
| Invesco Exchange Traded Fd T | PRF | Shares | $418K | 9K |
| Corning Inc | GLW | Shares | $416K | 3K |
| Visa Inc | V | Shares | $415K | 1K |
| Bank New York Mellon Corp | BNY | Shares | $405K | 3K |
| Seagate Technology Hldngs Pl | Shares | $404K | 1K | |
| Altria Group Inc | MO | Shares | $394K | 6K |
| Oracle Corp | ORCL | Shares | $386K | 3K |
| Shell Plc | SHEL | Shares | $385K | 4K |
| Palantir Technologies Inc | PLTR | Shares | $381K | 3K |
| Pfizer Inc | PFE | Shares | $378K | 13K |
| Progressive Corp | PGR | Shares | $376K | 2K |
| Cvs Health Corp | CVS | Shares | $371K | 5K |
| Dimensional Etf Trust | DFAT | Shares | $370K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.